COHU · Cohu, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on COHU. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About COHU · Cohu, Inc.
Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally. It supplies test and inspection metrology automation systems, micro-electromechanical system test modules, test contactors, thermal subsystems, and data analytics software for semiconductor manufacturers and test subcontractors. The company also provides semiconductor automated test equipment for wafer level and device package testing; various test handlers, including pick-and-place, turret, gravity, strip, film frame, laser marker, and thermal sub-systems; interface products comprising test contactors, and probe heads and pins; spares and kits; various parts and labor warranties on test and handling systems, and instruments; and training on the maintenance and operation of its systems, as well as application, data management software, and consulting services on its products. In addition, it offers data analytics product that includes DI-Core, a software suite used to optimize Cohu equipment performance, which provides real-time online performance monitoring and process control. Further, the company provides artificial intelligence process control and analytics-based monitoring software. It markets its products through direct sales force and independent sales representatives. The company was formerly known as Cohu Electronics, Inc. and changed its name to Cohu, Inc. in 1972. Cohu, Inc. was incorporated in 1947 and is headquartered in San Diego, California.
Live Quote
BUY (score +7) · 12-1 mom 132.1% · RSI 61.9 · above_both · -8.1% from high
Targets blend Wall Street consensus (7 analysts: low $50.00 / mean $60.29 / high $80.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Cohu, a semiconductor test/automation equipment supplier, has been on a dramatic run (up ~128% YTD to near 52-week highs of $52.43), driven by AI/HPC infrastructure spending tailwinds — including Eclipse HPC orders ($30M, April 2026) and GaN power device wins ($5M, May 2026). Q1 2026 showed revenue beating (+2.56%) but EPS badly missing (-69.97% vs est.), with GAAP loss of $0.26/share on margin pressures from restructuring costs and elevated R&D/SGA. The smart-money Form 4 cluster that triggered this investigation consists entirely of OPEN-MARKET SELLING by the CEO (Muller, ~$2.1M at ~$46.62), CFO (Jones, ~$608K at $46.84), a director (Donahue, ~$480K at $46.77), and Bohrson via 10b5-1 plan — NO insider purchases are present in the recent cluster. The stock is near its 52-week high with a forward P/E of ~34x against a cyclically depressed earnings backdrop. With IV elevated (72-90%), analyst price targets at $57 mean target, and strong order momentum but weak profitability execution, the picture is mixed: the upside case exists via AI/HPC demand inflection, but near-term valuation is stretched with insider selling as an anti-signal.